docMgt version 3.36 will be released November 6, 2020. This new version changes the way Collaboration Portals work. It is important that you read this information to see if you will need to make any changes as the release comes out to ensure your portals continue to work properly.
Collaboration is now configured PER RECORD TYPE instead of globally. This means on a Record Type-by-Record Type basis you can turn On and Off the setting. Because of this you will need to be sure to turn ON the Collaboration setting on any Record Types which are using Collaboration Portals.
If you forget to do this then nobody will be able to log into their Collaboration Portals until you turn the setting on. No data loss will occur if you forget so you can turn on the setting after the fact without issue. Users will just not be able to get into their portals until you do this.
For more information on Collaboration Portals please refer to the following articles.
If you are not sure about whether or not your customers are using portals or if you require assistance on how to go forward please contact support. You can email support@docmgt.com to schedule a time to have one of our support representatives work with you to check your sites for potential impact.
